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How to change the account owner
How to change the account owner
Samantha Postlethwaite avatar
Written by Samantha Postlethwaite
Updated over 4 months ago

To change the account owner of the account in the Clients tab, you need to have at least two adults in the account (contacts can't be made as account owner).

If you only have an Adult click on + Add a person:

Then you can click on Change account owner. A pop-up will then be prompted

Select the new Account owner and Save

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